Retirement Coaching

It's not too early or too late to shape your retirement

This is not your Grandparent’s retirement.

Ever wonder why people might need help with retirement? After years of a busy work life, retiring is a big adjustment.

Many retirees face challenges like:

Losing their sense of identity
Managing changes in lifestyle
Facing the unknown

That’s where retirement coaches come in to make the transition smoother. Instead of career coaching; think life-after-career planning!

What does a Retirement Coach do?

Your Courageous Retirement Coach is your partner in shaping the ultimate next chapter of life - one filled with purpose, adventure, and hopefully some fun! We’re not here for your finances (you’ve got your Financial Partners for that); we’re here to help you thrive in every other way; pre-retirement & post-retirement.

  • Forget the old stereotype of retirees just lounging around. A retirement coach helps you discover exciting new hobbies, passions, and adventures. Want to finally start painting, travel the world, or mentor young minds? They’ll help you map out how to fill your days with joy and fulfillment! 

  • The transition to retirement can sometimes feel like a rollercoaster of emotions - excitement mixed with a bit of “What now?” A coach is your go-to for managing the emotional ups and downs, helping you stay positive and energized for what lies ahead.

  • Since work is often a major part of personal identity, retirement can lead to a sense of loss. Coaches help individuals explore new roles, such as becoming a volunteer, mentor, or pursuing lifelong dreams.

  • A retirement coach keeps you on track with your health and wellness goals, so you can enjoy life’s adventures with energy and vitality. They’ll guide you toward habits that keep your body and mind sharp! 

  • While retirement coaches do not give financial advice (that is the role of a financial planner), they help clients understand how their financial situation impacts their lifestyle choices.

By focusing on these areas, retirement coaches help individuals build a well-rounded and satisfying retirement plan.

Retirement is the ultimate career transition!

Retirement looks different for everyone.
It may mean relaxation, travel, consulting, or something else.

We help you to shape your retirement.

“Jessica taught me so much about a subject I thought I was already an expert on: myself!”

—Katy F.

Let’s shape your
courageous retirement.

There’s no commitment, pressure, or obligation.